About
Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors. Edward is a family office insider and a renowned family office researcher, advisor, and author. He is regarded as a thought leader in the family office space, distinguished by his service to complex families around the world. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.
Edward is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank organized to support family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. He co-authored the book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.
Prior to founding Presage Global, Edward held leading family office roles at Credit Suisse, Citibank, and Boston Private. He joined Credit Suisse from Booz Allen Hamilton and previously was a research assistant at The Kennan Institute and lectured as an Adjunct Professor at the Henley-Putnam School of Strategic Security. Edward began his career in the public sector, working for the federal government in the United States and abroad.
Edward serves as the Senior Advisor to the President of The Kyiv School of Economics in Ukraine and founded "After Service," a Ukrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. He is a board member at the Defense Intelligence Memorial Foundation (DIMF), providing full scholarships to the families of Defense Intelligence officers killed in the line of duty, and an advisory board member for Americas Warrior Partnership (AWP), a nonprofit focused on reducing veteran suicide. Edward previously served as a board member and treasurer at Nonprofit Enterprise at Work (NEW), an organization in Detroit focused on improving the impact and performance of nonprofit organizations.
He earned his MBA from New York University’s Leonard N. Stern School of Business and a BS iin Human Biology from Michigan State University. Edward resides in the New York City area.

Edward V. Marshall
Global Head of Family Office and High Net Worth


Edward V. Marshall
Global Head of Family Office and High Net Worth

Recognition
2026 Leading Individual
(Service or Product Provider)
Edward Marshall
Family Wealth Report
Presage Global won the
"Security Consulting & Risk Management" category at the 12th Annual Family Wealth Report Awards
2025
Family Wealth Report
Outstanding Contribution to Wealth Management Thought Leadership
2022 and 2024
Family Wealth Report
Shortlisted, 2024
Private Asset Management Award,
"Best Family Office Service Provider - New Innovations"
With Intelligence
Legal Team of the Year Award
2022-2023
Family Wealth Report
2023 Leading Individual
(Service Product Provider) –
Edward Marshall
Family Wealth Report
Recognized as 1 of 7 family office experts globally in Family Capital’s elite “100 Influencers” list,
January 12, 2023
2023 Private Asset Management Award,
“Best Family Office Service Provider –
New Innovations”
With Intelligence
Shortlisted, Family Wealth
Report Awards 2023,
"Wealth Planning"
Shortlisted, Family Wealth Report Awards 2023, "Outstanding Contribution to Wealth Management Thought Leadership (Company)"
Shortlisted, Family Wealth Report Awards 2023, "Outstanding Contribution to Wealth Management Thought Leadership (Individual)"
In the Media
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Interviewed in,
"The New Rules of Family Office Security"
The UHNW Institute, SFO Circle Q&A Series, 2026,
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Quoted in,
“Your HNW clients probably protect their businesses more robustly than their estates”
Investment News, June 12, 2026,
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Quoted in,
“Presage Global and Nines Release "The State of Family Office Estate Security,"
a Survey of 100+ Estate Managers and Family Office Leaders”
PR Newswire, June 11, 2026,
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Quoted in,
“Presage Global named double winner at 2026 Family Wealth Report Awards”
PR Newswire, May 11, 2026,
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Interviewed in,
“Future Deal Flow in Doubt as Law Firms Assess Impact of Iran War”
The American Lawyer, March 06, 2026
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Profiled in,
“Cyber Security Horror Stories”
Mr Family Office, October 31, 2025
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Quoted in,
“Analysis: Business Executives' Personal Safety In Focus”
Family Wealth Report, October 1, 2025
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Quoted in,
“Presage Global Named Top "Security Consulting & Risk Management"
Firm at 2025 Family Wealth Report Awards”
PR Newswire, May 14, 2025
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Profiled in,
“An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level”
Wealth Briefing, March 18, 2025
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Interviewed in
“New White Paper Lifts The Lid On Family Offices' Insider Security Threats”
Family Wealth Report, October 4, 2024
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Quoted in,
“Family Offices Are More Risk Aware, But…,”
FO Pro, May 24, 2024
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Interviewed in
“Family offices become prime targets for cyber hacks and ransomware,”
CNBC, May 21, 2024
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Interviewed in,
“Evolving Risk Landscape for Family Offices – Dentons Study,”
Family Wealth Report, May 15, 2024
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Profiled in,
“Family offices have ‘dangerous gaps’ in risk management, report warns,”
Investment News, May 14, 2024
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Quoted in,
“Staff shortages create serous risks for family offices,”
Family Capital, May 14, 2024
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Interviewed in,
“Dentons Team Fulfills Legal Family Office Needs,”
Acclaim Magazine, June 2023
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Interviewed in,
“This year’s tax-saving strategies for family offices,”
Crain Currency, January 25, 2023
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Profiled in,
“Family offices bypass private equity funds to make bets directly,”
The Edge Singapore,
January 17, 2023
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Profiled in,
“Family offices lower their risk exposure as they go on recruitment drive for talent,”
Family Capital, January 10, 2023
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Profiled in,
“Direct Investing Issues That Are Top Of Mind For Family Offices,”
Forbes, January 10, 2023
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Quoted in,
“Family Office Direct Investment Insights For 2023 And Beyond,”
Forbes, January 10, 2023
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Profiled in,
“Family Office Thinking Over Direct Investment – Dentons Study,”
Wealth Briefing, January 9, 2023
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Quoted in,
“Family Office Thinking Over Direct Investment – Dentons Study,”
Family Wealth Report,
January 9, 2023
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Profiled in,
“Family Offices Bypass Private Equity Funds to Make Bets Directly,”
Bloomberg, January 9, 2023
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Quoted in,
“Key Insights From Dentons Family Office Direct Investing Survey Report,”
The UHNW Institute,
January 9, 2023
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Profiled in,
“Single-Family Offices' Tech Shyness – How To Overcome It?”
Family Wealth Report, June 1, 2022
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Profiled in,
“Eight Reasons Why Singapore Attracts Family Offices,”
Family Wealth Report,
November 16, 2021
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Profiled in,
"Family Offices Must Talk With Lawmakers Over Regulatory Threat,"
Family Wealth Report,
August 9, 2021
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Profiled in,
"Wealth Briefing Article Family Office Or Founder's Office - Sector Must Tighten Definitions,"
Wealth Briefing, May 17, 2021
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Profiled in,
"Edward V. Marshall, Global Head
of Family Office at Dentons,"
Reputation Communications,
April 13, 2021
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Profiled in,
"Family Offices Aren't Totally Unique; Can Harness "Best Practices" -
White Paper,"
Family Wealth Report,
February 3, 2021
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Interviewed in,
"Citybiz Interview with Edward Marshall, Global Head of Dentons Family Office and High Net Worth,"
News Break, January 2021
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Profiled in,
"Building Data, Best-Practice Ideas At Dentons' New Family Office Group,"
Family Wealth Report,
January 8, 2021
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2026
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FOXcast: CEO Series,
"Adopting Cross-Domain Risk Management for the Family Office With Edward Marshall",
Family Office Exchange (FOX),
July 30, 2026
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Co-author,
"Setting up and managing a family office following a liquidity event",
Dentons Whitepaper,
July 28, 2026
2024
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Co-author,
"Setting up and managing a family office following a liquidity event",
Dentons Whitepaper,
July 28, 2026
-
Author,
“The Evolving Risk Landscape
for Family Offices Survey Report”,
Dentons Family Office and High Net Worth, May 13, 2024
2023
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Co-author,
"Setting up and managing a family office following a liquidity event",
Dentons Whitepaper,
July 28, 2026
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Co-author,
"Succession Planning for Family Businesses",
Dentons Whitepaper,
November 1, 2023
2022
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Co-author,
"Setting up and managing a family office following a liquidity event",
Dentons Whitepaper,
July 28, 2026
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Host,
"Episode 40: Checks and balances in protecting the family office position during fund or direct investment",
Dentons Podcasts,
December 22, 2022
2021
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Co-author,
"Setting up and managing a family office following a liquidity event",
Dentons Whitepaper,
July 28, 2026
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Host,
“Episode 28: “Nothing will come of nothing:” Lessons from classical literature applied to family offices (Part I)”,
Dentons Podcasts,
November 25, 2021
Books
Co-author, "The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students,"
Columbia University Press, August 2021
(Family offices, please click here for a free copy of the book)














